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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,558 | $144,130-76.0% | $117,861-70.7% | $147,586-76.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.80% | 531.20%-519.4pp | 335.11%-323.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,612 | $4,897-67.1% | $3,786-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $4,434 | $5,316-16.6% | $4,482-1.1% | $5,439-18.5% |
| Admin fee / account holder | $46 | $10,887-99.6% | $8,021-99.4% | $10,886-99.6% |